Scope of work, discovery and project planning
How to run discovery that asks why each request exists, sequence the build from catalog to pricing to sales processes, plan around timeline drivers, and work through the three CPQ migration phases: sponsorship, success criteria, strategy, integrator timing, data scope and org strategy.
Develop an Agentforce Revenue Management scope of work and project plan.
~7 min read · 11 practice questions ·
What the exam expects
- Run discovery with sales, marketing, finance, operations and IT that uncovers why each requirement exists.
- Sequence the build: product catalog, then pricing, then quote, order, contract and asset processes.
- Name the factors that stretch a timeline and schedule milestones away from competing business events.
- Order the CPQ migration phases: assess the current state and document pain points before choosing a strategy, and engage a system integrator before the design is final.
- Define data migration scope (move versus archive, selling models before price book entries) and place the org decision inside the wider org strategy.
Key terms: success criteria (the documented pain points the project must remove); complexity profile (the result of the CPQ org assessment that drives strategy); data migration scope (what moves, what is archived); App Usage Assignment (the record that marks transactional records as Revenue Management records).
Key facts
- Detail
- Product catalog, pricing, then quote, order, contract and asset processes
- Detail
- Portals in scope; extracting, transforming and importing data
- Detail
- Avoid product launches, annual conferences, extended travel
- Detail
- Phase 2, after the phase 1 current-state assessment
- Detail
- Documented CPQ pain points, set before phase 2
- Detail
- Engage in phase 2, before the future-state design is finalized
- Detail
- Read-only after the entry is created
- Detail
- Deploying Revenue Management there isn't recommended
- When can a CPQ subscription be left out of the migration set?
- Why must a CPQ migration create product classes?
- Which discovery area covers handoffs between sales, operations and finance?
- Which core team role has decision-making authority over catalog changes?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Revenue Management Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 25 lessons of the Revenue Management Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (11 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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